FRIDAY: AdvanceHER

2:10 pm

(For 3 pm sessions, please click here.)

 

Linda Ruffenach  

Linda Ruffenach

Founder/Chief Strategist, Execuity LLC

 

 

Title:

"Exit Planning"

 

 

 

 

Summary:

Exit planning is simply a good business strategy. Exit planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer and social capital. The future of you, your family and your business are addressed by exit planning through creating value today.

 

Bio:

Linda Ruffenach is an entrepreneur committed to helping business owners maximize the value of their business and converting that value into personal wealth. Her 20+ years of C-level experience enable her to relate to the challenges business owners face every day. As the former CEO of a $100 million international enterprise, she has been through almost every stage a company can experience from fast growth and rapid decline to complete transformation.

In 2014, she founded two companies, Execuity and Whisky Chicks. Both companies embrace the idea that knowledge and experience breed confidence.

Linda is a skilled facilitator and has developed a systematic approach for measuring and improving the value of a business. More importantly, she knows how to turn strategy into results. Be sure to check out her podcast, "Wealth Empowerment State of Mind" and her book, "How to Be a Bourbon Badass."

 

Sharon RolphSharon Rolphe

 CEO, Effortless Vitality

 

 

Title:

"Making a Marvelous Transition"

 

 

Summary:

Retirees find there are many adjustments as we age and the retirement transition is one of them where it's not always so obvious! Nor talked about. Bored, restless and stuck was one recent description. Holistic retirement planning is a great way to prepare for these adjustments. Here we'll consider a variety of new ideas and issues we face, like the 4 Pillars AND who you now become in this new season.

  

 

Bio:

Sharon is an Essence and retirement coach, a behavioral scientist, an innovator, author, traveler, speaker, empowerment facilitator and maximizer who believes there’s a golden nugget inside everyone.

From conducting "What Do you Want to Do in Retirement" workshops for senior centers, creating a MeetUp group, hosting the "Maximize Retirement" and "Fresh Courage" podcast to recently writing her first book, she has planted lots of seed. Her 50 plus-year career included GTE/GTEDS, USPS, IBM, Ameritrade and Boeing, from which she retired in 2016.

"Captivating," "splendor" and "synergy" are her favorite words. After growing up on a farm as the middle of five children and recovering from sexual abuse, now she whistles at birds daily while on her walks, noticing what’s growing, blooming or going to seed. She quilts and grows geraniums and petunias. She loves wisdom and Hallmark movies. Her goal is to support many young women’s educations with college scholarships.

Sharon worked in information technology testing and debugging business applications, advancing in responsibilities while taking night and weekend courses to finish her bachelor's degree in administration and her master's in applied behavioral science.She joined Toastmasters along the way and took a Dale Carnegie course. Her transformation came just after retiring, when from a mental strength webinar, she garnered the truth that the things that brought her the best memories happened when she was in front of people. Such an “aha” – had she been in the wrong career?

Acting as if she was meant to be an influencer and leader, she opened up to becoming a podcast speaker and international speaker. Now her happiness comes from the joy of unleashing others’ dreams all over the world.

 

Mary McDirmidMary McDirmid

Founder, Special Abilities Network

 

 

 

Title:

"Niche Market: How to Differentiate Yourself"

 

 

 

Summary:

 As more advisors enter the space, just being a good, experienced advisor is no longer sufficient to differentiate yourself. Getting more focused toward a niche gives you the opportunity to truly set yourself apart and discover your true passion. Find out how Mary found her niche in helping families with special needs children and learn the steps to find your own niche and how to market to those individuals.

Bio:

Mary McDirmid, is founder and chief experience officer at Special Abilities Network, a team of financial planners who specialize in serving families in the special needs community. In addition to her leadership role at Special Abilities Network and a volunteer advocate for kids with rare diseases, Mary takes the title “Mom Boss’ seriously, just ask her! Mary understands the emotional and financial aspects of caring for a loved one with special needs because she is the parent of a child with a rare disease.

 

Hawley Woods GrayHawley Woods Gray

Managing Vice President, Appreciation Insurance & Financial Services, LLC

 

 

 

 

Title:

"It's All About Connections!"

 

 

 

 

 

 

Summary:

It’s all about connections! Linqqs is a one-of-a-kind platform that connects you to a network of vendors who specialize in niche market opportunities. Being connected through Linqqs is an easy way to create an additional value add with your existing clients as well as an entry point into new markets. Come learn more about two of Linqqs' spotlight vendor partners!

Linqqs ERC

Wondering what all the buzz is about with the “ERC” Employee Retention Credit for small businesses? The IRS is printing money again which is creating a massive opportunity for your small business clients. Come learn more about how you can cash in on helping small businesses get their credit. 

Mpowering America

Up to 52% of your prospects won't buy from you because of their high debt. Do something about it! Learn about a simple tool that can double your income by helping your clients eliminate debt and double their monthly savings – immediately.

 

Bio:

Hawley Woods Gray is a seasoned expert in the insurance and financial services industry. She and her husband, Robert Gray lead a team of over 200 agents at Appreciation Financial and their partners. These partners include Mpowering, America a debt solutions company; ERC Specialist, a tax and payroll company; and PERA Administrator, a public employee retirement administer that help public employees retire with dignity.

Hawley is a strong leader. She has developed and implemented several marketing and sales systems that have taken her business to the next level.

She has been a member of WIFS since 2015 and is a former member of the National Board.

When Hawley isn’t leading her team, she hanging out with her family. Jackson her nine-year-old son is active in youth football, basketball and golf. Robert, Hawley and Jackson love to travel to visit theme parks. Hawley has been playing and coaching volleyball for nearly 40 years. She continues to take girls trip to watch her friends’ kids play sports.

NAIFA: "What If the True Kingmaker Is the Queen? Taking the Power of Women to the Polls"

A panel discussion moderated by Tracy Jones, with Aprilyn Chavez Geissler, Win Havir and Sue Kuraja

Summary:

Women voters consistently make up a majority of the electorate, so they really are the kingmakers in our elections. Women in financial services have incredible power and every elected leader will listen to you — but only if you show up to speak out.

 

3:00 pm

Barbara MichelettiBarbara Micheletti

Founder/CEO, Interrupting Aging

 

 

 

Title:

"The Wolf That Ate Grandma: Telemarketing Fraud & Crimes of Persuasion Against Older Adults"

 

 

 

Summary:

Telemarketing fraud losses for all ages are in the billions. Discussion includes dissecting telemarketing scams, identifying how emotions and aging factors affect the likelihood of being victimized, and providing immediately actionable tips to avoid being scammed.

Bio:

As a Gerontologist Consultant and Founder of Interrupting Aging, Barbara is on a mission to change the way financial professionals engage with their aging clientele.

 

She's the creative designer behind the Aging and Money Blueprint Program, which is a unique, online educational training program that teaches financial and insurance professionals how to become aging experts so they can help their clients financially and emotionally plan for, in advance, inevitable aging issues and money.

 

She's a highly rated, impassioned speaker for organizations like the FPA, WIFS, and the American Society on Aging and has been interviewed on a number of podcasts. Barb is a Team Leader in the FPA-Greater Phoenix, in Leadership at Toastmasters, and is an Interest Group Co-Convener in the Gerontological Society of America.

 

On a personal note, Barbara is of Italian/Finnish descent living in Phoenix, Arizona where she enthusiastically participates as a woman of a certain age in Brazilian Jiu Jitsu training with her family, and she tries hard to take the perfect nature photo.

 

Christine BryantChristine Bryant

Senior Practice Management Consultant, Prudential Advisors

 

 

 

 

Title:

"Designing Your Dream Team With Talent & Purpose"

 

 

 

 

Summary:

Presented by Finseca.

At some point, as an entrepreneur, you may come to a point where it can feel overwhelming to have everything dependent on you. This is why a Team can be a powerful business model. But the model only works when you can build a business with the right talent that is aligned to a common purpose. And furthermore, allows everyone to be passionate about doing what they love. This session will allow you to take an inward look and ask the right questions to understand how to design your ultimate dream team.

 

Bio:

Christine Bryant is a Senior Practice Management Consultant for Prudential Advisors. In her role, she coaches firm leadership and advisor teams to be empowered and equipped to take their practice to the next level.

Prior to joining Prudential, Christine held a similar role at MassMutual within their Concierge program for top advisors and teams where she also recruited and grew the west coast team presence. She then elevated into a management position to focus on client experience and program design. Before joining corporate, she was the Director of Recruiting and Marketing for a local MassMutual firm and therefore has a deep appreciation of the business from both a field and corporate perspective.

Christine is a Registered Representative, a Registered Corporate Coach (RCC) and certified DiSC specialist. Christine is a high performer who is extraordinarily organized, efficient and always adds just a little bit of sparkle to anything she does.

With her Colombian roots, she is very passionate about supporting her Hispanic community and often volunteers for a local women’s foundation. Christine currently resides in Phoenix, AZ with her husband, Chris, and son, Christian.

 

Barbara ProvostBarbara Provost

Founder, Purse Strings LLC

 

 

 

Title:

"Reach, Engage and Win the Female Dollar"

 

 

 

Summary:

The power of the female dollar is growing, Learn why and how you can reach females in your practice. We will cover why financial institutions don’t market to women, tactics to implement today to grow this segment of your business, and a proven, six-step process to engage with female clients and prospects.

 

Bio:

No stranger to hard work and challenges, Barbara Provost, has leveraged her strong experience, active research and continuous data gathering activities to solve a problem. Barbara found that women are consistently overlooked by insurance and financial institutions, to the tune of leaving a possible $14 million of untapped sales on the table. Not only is this buying power being ignored for lack of tailoring to women, this powerful demographic is underserved and under-planned for their financial future.

With that sole purpose in mind, Barbara developed expertise on what these institutions need to reach and engage women, creating the first empowerment, education, and training tool to earn the vast spending power of the female dollar.

In addition to Purse Strings, Barbara is President of Provost Consulting Inc. She and her team have decades of experience working with insurance and financial organizations developing training programs that make learners competent and confident in the work that they do.

 

Marc KinerMarc Kiner

President, Premier Social Security Consulting

 

Title:

"Situational Social Security" 

 

Summary:

Every client is in a different and unique situation. Clients may be single, married, divorced, surviving spouse, public employees, children, or even able to file a Restricted Application.

Attendees will understand the questions and issues that relate to all clients and understand how to ask probing Social Security questions unlocking additional Social Security benefits for clients.

This presentation will prepare attendees to connect with all clients, particularly widows.

Bio:

Marc Kiner, CPA is part owner and president of Premier Social Security Consulting, a certified instructor for the National Social Security Advisor Certificate program and co-creator of the National Social Security Advisor certificate program.

Marc has more than 30 years’ experience in public accounting and is licensed to practice as a CPA in the state of Ohio. He recently sold his CPA practice to concentrate on Social Security.

Marc holds a bachelor of science degree in accounting and finance and a master’s degree from the University of Cincinnati.